Institutional Holders (2026 Q1)
32 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XRP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Refined Wealth Management | 1.41% | 148,603 | $2.2M |
| 2 | Graetz Wealth LLC | 0.27% | 20,121 | $302K |
| 3 | Sovran Advisors, LLC | 0.04% | 33,969 | $521K |
| 4 | Clayton Financial Group LLC | 0.02% | 2,214 | $33K |
| 5 | GILPIN WEALTH MANAGEMENT, LLC | 0.01% | 1,000 | $15K |
| 6 | Elevated Capital Advisors, LLC | 0.01% | 2,897 | $44K |
| 7 | Comprehensive Financial Planning, Inc./PA | 0.01% | 1,002 | $15K |
| 8 | NBC SECURITIES, INC. | 0.00% | 3,082 | $46K |
| 9 | RFG Advisory, LLC | 0.00% | 11,908 | $179K |
| 10 | Stone House Investment Management, LLC | 0.00% | 1,016 | $15K |
| 11 | IFP Advisors, Inc | 0.00% | 3,800 | $57K |
| 12 | FARMERS & MERCHANTS INVESTMENTS INC | 0.00% | 2,374 | $36K |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 13,788 | $207K |
| 14 | MassMutual Private Wealth & Trust, FSB | 0.00% | 602 | $9K |
| 15 | Atlantic Edge Private Wealth Management, LLC | 0.00% | 50 | — |
| 16 | CENTRAL TRUST Co | 0.00% | 545 | $8K |
| 17 | Activest Wealth Management | 0.00% | 6 | — |
| 18 | MATHER GROUP, LLC. | 0.00% | 52 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|